Step-by-step instructions
- Enter or select Investment balance.
- Enter or select Expense ratio as decimal.
- Tap Calculate.
- Review the result shown directly below the calculator.
Expense Ratio Annual Cost Calculator
Estimate annual fund expense from invested balance and expense ratio.
How to use the Expense Ratio Annual Cost Calculator
Estimate annual fund expense from invested balance and expense ratio.
What the inputs mean
- Investment balance
- Enter the value requested by this field label.
- Expense ratio as decimal
- Enter the value requested by this field label.
Formula or calculation method
Investment balance is multiplied by Expense ratio as decimal to produce the result.
Example
For example, entering 12 and 5 in the two fields gives a result of 60.
How to understand the result
The result is the combined amount produced from the entered factors.
Tip: Keep all values in compatible units and use values from the same time period when the calculator compares two amounts.